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James Paul Karamourtopoulos

New England Private Wealth Advisors, LLC

Wellesley, MA

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Current Employers
New England Private Wealth Advisors, Llc

36 Washington Street, Suite 280, Wellesley, MA 02481-1922 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-24
  • MA RA
    APPROVED
    Since 2024-01-24

Branch Locations

36 Washington Street, Suite 280, Wellesley, MA 02481-1922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gw&K Investment Management Boston MA 05/2015 10/2017
Gw&K Investment Management Boston MA 10/2017 08/2019
Everyday Life Boston MA 10/2019 11/2020
Hereford Financial Boston MA 11/2020 12/2022
Centinel Financial Group Boston MA 01/2021 03/2021
Fp Alpha New York NY 05/2021 09/2021
Origin Financial San Francisco CA 01/2022 06/2022
Forefront Wealth Partners, Llc Austin TX 11/2022 12/2023
New England Private Wealth Advisors Llc Wellesley MA 01/2024 Present
  • 05/2015 → 10/2017
    Gw&K Investment Management
    Boston, MA
  • 10/2017 → 08/2019
    Gw&K Investment Management
    Boston, MA
  • 10/2019 → 11/2020
    Everyday Life
    Boston, MA
  • 11/2020 → 12/2022
    Hereford Financial
    Boston, MA
  • 01/2021 → 03/2021
    Centinel Financial Group
    Boston, MA
  • 05/2021 → 09/2021
    Fp Alpha
    New York, NY
  • 01/2022 → 06/2022
    Origin Financial
    San Francisco, CA
  • 11/2022 → 12/2023
    Forefront Wealth Partners, Llc
    Austin, TX
  • 01/2024 → Present
    New England Private Wealth Advisors Llc
    Wellesley, MA
Previous Registrations
  • 2022-12-07 → 2023-12-06
    Forefront
    Xx, TX
    Austin, TX
  • 2021-06-24 → 2022-12-12
    Hereford Financial
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-26
  • S63 Uniform Securities Agent State Law Examination
    2018-02-26
Designations
Other Names
  • James Karamourtopoulos

View on SEC IAPD

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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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